Wealthspire Advisors (Maryland)’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-246
| Closed | -$71K | – | 949 |
|
|
2019
Q1 | $71K | Sell |
246
-12
| -5% | -$3.46K | 0.01% | 763 |
|
|
2018
Q4 | $63K | Buy |
258
+46
| +22% | +$11.2K | 0.01% | 756 |
|
|
2018
Q3 | $52K | Buy |
212
+2
| +1% | +$491 | ﹤0.01% | 947 |
|
|
2018
Q2 | $50K | Sell |
210
-8
| -4% | -$1.91K | ﹤0.01% | 977 |
|
|
2018
Q1 | $52K | Buy |
218
+17
| +8% | +$4.06K | ﹤0.01% | 962 |
|
|
2017
Q4 | $49K | Buy |
201
+50
| +33% | +$12.2K | ﹤0.01% | 1019 |
|
|
2017
Q3 | $38K | Buy |
151
+13
| +9% | +$3.27K | ﹤0.01% | 1065 |
|
|
2017
Q2 | $36K | Buy |
138
+20
| +17% | +$5.22K | ﹤0.01% | 1060 |
|
|
2017
Q1 | $27K | Buy |
118
+29
| +33% | +$6.64K | ﹤0.01% | 981 |
|
|
2016
Q4 | $21K | Buy |
89
+10
| +13% | +$2.36K | ﹤0.01% | 1007 |
|
|
2016
Q3 | $18K | Buy |
79
+8
| +11% | +$1.82K | ﹤0.01% | 1084 |
|
|
2016
Q2 | $16K | Hold |
71
| – | – | ﹤0.01% | 1066 |
|
|
2016
Q1 | $17K | Hold |
71
| – | – | ﹤0.01% | 1012 |
|
|
2015
Q4 | $17K | Buy |
+71
| New | +$17K | ﹤0.01% | 1016 |
|